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Bank Of America Treasury Sales Officer Non-Bank Financial Institution Segment 
United States, New York, New York 
544685935

Yesterday

Job Responsibilities:

The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in the Insurance, PayTech and other Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.

Responsibilities include:

  • Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework
  • Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio
  • Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures
  • Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables
  • Be a digital ambassador driving mobile, digital and real time payments adoption
  • Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics
  • Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

Job Qualifications:

  • Successful history of direct and comprehensive treasury management sales experience
  • Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segments
  • Demonstrates the ability to foster strong partnerships with the core team and the ability to build a sincere rapport with client contacts
  • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
  • Effectively manages risk while balancing the needs of the client, the team, and the bank
  • Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
  • Broad and deep familiarity with global treasury management products, services and trends
  • Strong Executive presence both internally/externally with ability to lead C- suite meetings
  • Minimum 6 years of relevant experience in banking, treasury, and/or finance
  • Ability to travel approximately 50% of the time
  • B.S./B.A. degree or equivalent work experience
  • Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a Certified Treasury Professional certification or equivalent preferred

Skills:

  • Account Management
  • Business Development
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Critical Thinking
  • Portfolio Analysis
  • Presentation Skills
  • Relationship Building
  • Sales Strategy
  • Coaching
  • Collaboration
  • Oral Communications
  • Prioritization
  • Prospecting
1st shift (United States of America)